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Todd Thompson
29 Years of Experience
Atlanta, GA
5 DisclosuresBroker
Todd Thompson is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 29 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
740 Battery Ave, Se, Ste 8500, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2019Denied
Customer Dispute
September 2017Settled
Customer Dispute
October 2011Settled
Customer Dispute
January 2009Settled
Customer Dispute
August 2007Denied
Employment History
Current Registrations
Truist Advisory Services, INC.
September 2016 - Present · 10 yrs 1 mo
Truist Investment Services, INC.Broker
November 2009 - Present · 16 yrs 11 mos
Truist Investment Services, INC.
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Suntrust Investment Services, INC.
November 2009 - December 2016 · 7 yrs 1 mo
Wells Fargo Advisors, LLC
January 2006 - August 2009 · 3 yrs 7 mos
Wells Fargo Advisors, LLCBroker
April 2005 - August 2009 · 4 yrs 4 mos
Southtrust Securities, LLCBroker
August 2000 - April 2005 · 4 yrs 8 mos
First Union Brokerage Services, INC.Broker
June 1998 - August 2000 · 2 yrs 2 mos
Nationsbanc Investments, INC.Broker
April 1998 - May 1998 · 1 mo
Barnett Investments, INC.Broker
June 1997 - April 1998 · 10 mos
State Registrations27 states
ALARAZCACOCTFLGAILKYLAMIMNNCNVNYOHORPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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